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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-02-01 |
| NV | RA | APPROVED | 2014-10-23 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Las Vegas | NV | 10/2014 | 01/2019 |
| The Wealth Consulting Group | Las Vegas | NV | 10/2014 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2019 | 01/2019 |
1. 10/14/2014 - The Wealth Consulting Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 10/14/2014 - The Wealth Consulting Group - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - 1% of Time Spent. 3. 11/26/2014 - WCG Wealth Advisors, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 11/3/2014 - 100% of Time Spent. 4. 11/26/2014 - WCG Wealth Advisors, LLC DBA The Wealth Consulting Group - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started: 11/3/2014 - 100% of Time Spent. 5. 03/12/2024 - Bowsprit Consulting, LLC - Non-Inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 12/15/2022 - 1 Hr/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-04 |
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